UAG
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United Advisor Group’s General Dynamics GD Stock Holding History

United Advisor Group’s Portfolio GD Stock Details GD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$243K Sell
686
-2
-0.3% -$685 0.03% 478
2026
Q1 		$236K Hold
688
– – 0.03% 452
2025
Q4 		$232K Buy
688
+83
+14% +$28.3K 0.03% 445
2025
Q3 		$206K Buy
+605
New +$191K 0.03% 441
2024
Q4 		– Sell
-792
Closed -$239K – 376
2024
Q3 		$239K Buy
+792
New +$233K 0.05% 304

Other funds holding GD

LAMI
Longview Asset Management (Illinois) Chicago, Illinois $9.89B AUM 19.81% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Newport Trust Company
Newport Trust Company Washington, District of Columbia $41.5B AUM 16.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

United Advisor Group's GD Position: Q2 2026 in Review

United Advisor Group reduced its General Dynamics (GD) stake by 0.29% in Q2 2026, selling an estimated $685 and leaving 686 shares worth $243K. The position accounts for 0.03% of the portfolio, ranked #478.

United Advisor Group first reported a position in GD in Q3 2024 and has held it in 5 quarters since. 2,216 funds tracked by Wall St. Rank hold GD as of Q2 2026.

  • United Advisor Group held 686 shares of General Dynamics worth $243K as of Q2 2026.
  • United Advisor Group sold 2 General Dynamics shares in Q2 2026, an estimated $685.
  • General Dynamics made up 0.03% of United Advisor Group's portfolio in Q2 2026, its #478 holding.
  • United Advisor Group first reported a position in General Dynamics in Q3 2024 and has held it in 5 quarters since.
  • 2,216 funds tracked by Wall St. Rank held General Dynamics as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.